2025-12-19 06:00:22

#数字资产市场洞察 Is Japan's rate hike really that terrifying?

Yesterday's market reaction was quite interesting. The Bank of Japan did raise interest rates, but look at how the big players interpret it—Arthur Hayes directly pointed out that Japan's real interest rate remains negative, which actually becomes the underlying logic for BTC to break through a million dollars in the long term. It feels like this wave has released all the "final negative news."

Institutional actions are very clear:
👉 Grayscale predicts that the stablecoin supply will reach $300 billion by 2025, which means the market's available liquidity will expand significantly.
👉 Whale Garrett Jin has set specific targets—BTC 106,000, ETH 4,500.
👉 Yi Lihua's judgment is more direct: now is the golden window for spot accumulation, and the entire ecosystem next year will be a positive signal.

The turning point is actually quite clear. The expansion of stablecoins, the consensus among institutions, and the relief after the "rate hike" realization... these factors are stacking up to form a new market narrative. Historically, every bull market start has been accompanied by intense volatility and widespread skepticism, and this time seems no different.

When mainstream asset targets become transparent, on-chain activity will also pick up. The key question is: are the big players really optimistic this time, or is it just another round of hype?

What do you think about this turning point? Share your thoughts in the comments.

BTC0.23%

ETH0.79%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

8 Likes

Reward
8
6
Repost
Share

Comment

0/400

PessimisticLayer

· 28m ago

Is it true? I've heard Hayes say this many times... every time he says the underlying logic is here, but in the end, it still falls. It's always the golden window for building a position, and next year's ecological favourable information... why do I feel like every month is a golden window? 300 billion stablecoin sounds impressive, but when it really comes to dumping, the liquidity evaporates just the same. Don't be too naive.

View OriginalReply0

StakeHouseDirector

· 21h ago

After the boots hit the ground, there should be a rebound, but this logic actually doesn't hold... Can it really rise to a million? I'll wait and see. Hayes said the actual interest rate is negative, but what about the Fed, is it negative together? A stablecoin of 300 billion sounds nice, but who would really bet everything on it? It's another spot building position for gold window, I've heard this term too many times. Favourable information for next year? Last year also indicated favourable information for next year. The numbers are too specific, making them hard to believe; I've seen too many failures with such precise predictions like 106,000.

View OriginalReply0

PoetryOnChain

· 12-19 06:20

You knew it was going to reverse when you sold, isn't it too late now that you're just getting in?

View OriginalReply0

screenshot_gains

· 12-19 06:15

The drop of the shoe is a bearish signal, I’m convinced by this logic, what was I nervous about before Hayes' interpretation is excellent, negative interest rates are the perpetual motion machine for BTC 300 billion stablecoins? With such liquidity buildup, the market will change later Garrett's target numbers are too specific, it all feels a bit虚 Next year, positive signals for the ecosystem will be everywhere, but the real profit still goes to those who got in early The consensus among the big players is indeed forming, but I don’t know if this is a true reversal or just another round of cutting the leeks Spot buying window for gold? Come on, I’ve heard this line every cycle

View OriginalReply0

PortfolioAlert

· 12-19 06:13

I believe in Hayes' theory; negative real interest rates are indeed the long-term logic for being bullish on BTC. But the current question is... can liquidity really be as Grayscale claims? Hearing about 300 billion in stablecoins sounds impressive, but I'm just worried it might end up being just on paper. I’ll just take a look at Garrett Jin’s price predictions. Do you guys not know yourselves how accurate their signals are? The rebound after the rate hike landing, rather than being a confirmation of good news, is more like finally catching a breath at the mountain top where everyone was trapped... We've been talking about ecological benefits next year for so many years, but ultimately, it depends on real on-chain data. The so-called "golden window" for spot accumulation is something every bear market talks about. Why is this time really the golden window?

View OriginalReply0

DegenApeSurfer

· 12-19 06:08

Hayes's point this time is spot on; the real interest rate is still negative, and that's the key. A bunch of big shots are all bullish, but I wonder if Garrett Jin really dares to put a bet on these numbers—$106,000 and $4,500... Feeling a bit anxious. If the stablecoin market hits 300 billion, and it really happens, then it's definitely time to get on board. Honestly, what I fear the most is the phrase "consolidation of consensus." Every time I hear this, the market starts to hit close to home. Is this the window to build a spot position in gold? Let's first see if another black swan appears this week.

View OriginalReply0

Trending TopicsView More
#2025GateYearEndSummary
37.32K Popularity
#JoinGrowthPointsDrawToWinGoldenBar
36.94K Popularity
#ETHTrendWatch
155.63K Popularity
#FedRateCutPrediction
79.03K Popularity
#ShowMyAlphaPoints
177.81K Popularity

Hot Gate FunView More

1
ReveillonFeliz Ano Novo
MC:$3.66KHolders:2
0.41%
2
BOOKBOOK COIN
MC:$3.57KHolders:2
0.04%
3
tttTEK
MC:$3.52KHolders:1
0.00%
4
LUCKLUCKY
MC:$3.57KHolders:2
0.04%
5
100000BtcBd
MC:$3.53KHolders:1
0.00%

Sitemap